VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Applied Materials, Inc. vs Broadcom Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisBroadcom Inc.
AVGO · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Broadcom Inc.'s moat claims, evidence, and risks.
View AVGO analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 66 / 100 for Broadcom Inc.).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Broadcom Inc. has 8 across 4.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Broadcom Inc.
Semiconductor Solutions
Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing
Global
Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors
Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test
57.7%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Broadcom Inc. strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Broadcom Inc. segments
Full profile >Semiconductor Solutions
Oligopoly
Infrastructure Software
Oligopoly
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View the moat stocks listCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.